- Ingresos de jubilación y estrategia de retiradas
- Fiscalidad: Roth/RRSP, cosecha de pérdidas, cambios normativos
- Planificación patrimonial, de seguros y transfronteriza
- Herramientas del asesor: preparación de reuniones, prefiltro de cumplimiento
21.500+ skills y agentes. Todos gobernados.
5,814 agentes preconstruidos y 15,654 habilidades de biblioteca en 24 sectores y 12 roles por sector, instalables desde el catálogo, conectados a tus sistemas y ejecutados a través de la misma cadena de puertas de fallo cerrado que todo lo demás en Cortex.
21,511 plantillas de biblioteca en la matriz del catálogo
Empieza por una colección curada.
Suites creadas a mano para los trabajos que las empresas automatizan primero — cada colección se entrega gobernada, con políticas y auditoría incorporadas.
- Atención, ventas y customer success
- Service desk de TI, RR. HH. y operaciones financieras
- Recepción legal, compras y operaciones de campo
- Riesgo y cumplimiento
- Triaje de bandeja de entrada y redacción de correos
- Preparación de reuniones, notas y seguimiento
- Agenda inteligente y resumen diario
- Orquestación de asistente ejecutivo
- Siniestros inteligentes, actuarial y AML
- Auditoría, GRC e informes ESG
- ITAM / ITSM y operaciones de seguridad
- Entornos de datos y analítica
Encuentra la habilidad que tu equipo necesita.
Busca entre 21,500+ habilidades y agentes gobernados, o filtra por sector y tipo: cada resultado se instala desde el catálogo y pasa por las mismas puertas.
21.386 resultados
Analyze Executive Compensation
Analyze executive compensation structures for alignment with performance, ESG targets, and shareholder interests. Benchmarks pay ratios and incentive design against peers.
Calculate Experience Rating
Calculate experience-rated premiums for large accounts with credibility weighting. Applies retrospective and prospective experience rating using account-specific loss history.
Run Experience Study
Run a comprehensive experience study analyzing actual vs expected outcomes across mortality, morbidity, lapse, and expense assumptions over a defined study period.
Track ML Experiment
Track and compare ML experiments including hyperparameters, metrics, artifacts, and code snapshots. Supports experiment grouping, tagging, and leaderboard ranking.
Aggregate Exposure Data
Aggregate exposure data across policies for catastrophe modeling, treaty reporting, and portfolio management. Produces exposure summaries by geography, LOB, and peril.
Perform Data Forensics
Perform forensic data analytics to detect fraud patterns, anomalies, and irregularities. Uses Benford law, duplicate detection, gap analysis, and journal entry testing.
Preserve Investigation Evidence
Manage evidence preservation including legal holds, chain of custody documentation, digital forensic imaging, and secure storage for investigation proceedings.
Prepare Expert Testimony
Prepare expert testimony materials including opinion reports, quantification of damages, demonstrative exhibits, and deposition preparation support.
Investigate Fraud Allegation
Investigate fraud allegations using structured methodology including allegation assessment, evidence collection, interview planning, and findings documentation with legal chain of custody.
Asset Tracing & Recovery
Trace and map assets linked to financial crime subjects. Identifies real property, corporate holdings, financial accounts, and beneficial ownership chains to support recovery and forfeiture actions.
Financial Crime Case Investigator
Manage financial crime investigations from alert to disposition. Builds case files, analyzes transaction networks, documents evidence chains, and produces investigation reports.
Evidence Gathering & Analysis
Systematically gather and analyze evidence for financial crime investigations. Searches internal systems, external databases, and open-source intelligence to build comprehensive evidence packages.
Law Enforcement Liaison Coordinator
Coordinate with law enforcement agencies on financial crime cases. Manages information sharing requests, production orders, voluntary disclosures, and joint investigation protocols.
Run FCT Scenarios
Run Financial Condition Testing scenarios per CIA standards. Projects the financial condition of the insurer under adverse but plausible scenarios over a multi-year horizon.
Automate Feature Engineering
Automatically discover, generate, and select features using deep feature synthesis, interaction detection, temporal aggregations, and mutual information-based selection.
Sync Feature Store
Synchronize feature definitions and values between the offline feature store and the online serving layer. Validates schema consistency, freshness, and data quality.
Curate Few-Shot Examples
Automatically select, rank, and curate few-shot examples for prompt templates using semantic similarity, diversity sampling, and performance-based filtering.
Escalate Audit Finding
Evaluate and escalate audit findings based on severity, pervasiveness, and root cause. Routes to appropriate management level with remediation timeline and tracking.
First Contact Resolution Engine
Resolves tickets at L1 using knowledge base search, AI-assisted troubleshooting, and guided resolution scripts. Measures and improves first-contact resolution rate.
Intelligence Sharing Package
Prepare intelligence sharing packages for FIU-to-FIU exchange, industry working groups, and regulatory bodies. Sanitizes data while preserving analytical value.
Strategic Risk Assessment
Produce strategic financial crime risk assessments combining internal data, external intelligence, geopolitical factors, and industry trends for board and regulator consumption.
Financial Crime Trend Analysis
Analyze trends in financial crime activity across SAR data, alert volumes, investigation outcomes, and external intelligence. Identifies emerging threats and shifting patterns.
Typology Development
Develop new money laundering and fraud typologies from case data, intelligence reports, and cross-institutional patterns. Produces actionable detection signatures.
Build Forecast Model
Train a time-series forecasting model on your data using AutoML. Automatically selects the best algorithm (ARIMA, Prophet, XGBoost) and generates predictions with confidence intervals.
Instalar es lo fácil. La gobernanza viene incluida.
Los agentes de la biblioteca no son scripts: son identidades gobernadas. Instalar uno lo registra con un propietario, un presupuesto, modelos y acciones permitidos y un lugar en el registro de auditoría.
Elige en el catálogo
Filtra por tu industria y tu rol; cada elemento indica los sistemas a los que se conecta y las habilidades que invoca.
Conéctalo a tu stack
Conectores, servidores MCP e importaciones OpenAPI — acotados por listas de permitidos y DLP en el gateway.
Cada ejecución pasa por los controles
Identidad, presupuesto, guardrails, registro, Control Tower, ejecución, guarda de salida — y luego un recibo firmado en el Trust Ledger. En todos los planes.
¿No encuentras la habilidad que necesitas?
El constructor visual de habilidades permite lanzar nuevas habilidades sin código — o dinos qué te falta y te señalaremos el patrón gobernado más cercano.